STORY: Over the past couple of years, healthcare stocks have significantly underperformed the S&P 500, making them cheap and attractive in a potentially volatile market, said Krawez.
He called Swiss drugmaker Novartis a "really strong company" that is "trading at only 12x earnings with a nice three and a half percent dividend."
"We think they're going to have good growth for the next few years at least," he added.